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Axis Banking & PSU Debt Fund - Direct Plan

To generate stable returns by investing predominantly in debt & money market instruments issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs). The scheme shall endeavor to generate optimum returns with low credit risk.

Suitability

This product is suitable for investors who are seeking

• Regular income over short to medium term

• Investment in debt and money market instruments issued by banks

Fund Info

Scheme Class	Debt
Scheme Category	Banking & PSU
Expense Ratio	0.35%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 13,661
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

No Exit load, if redeemed after 0 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
7.18% Govt Stock 2033	Bond - Gov't Treasury	12
Export Import Bank Of India	Bond - Corporate Bond	7
Rural Electrification Corporation Limited	Bond - Corporate Bond	5
Small Industries Development Bank Of India	Bond - Corporate Bond	5
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	5
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	5
Bajaj Finance Limited	Bond - Corporate Bond	4
HDFC Bank Limited	Bond - Corporate Bond	4
National Housing Bank	Bond - Corporate Bond	3
Net Receivables / (Payables)	Cash - Collateral	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	79
Bond - Gov't Treasury	14
Cash - Collateral	3
Bond - Gov't Agency Debt	2
Cash - CD Time Deposit	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	79
Bond - Gov't Treasury	14
Cash - Collateral	3
Bond - Gov't Agency Debt	2
Cash - CD Time Deposit	1

Fund Manager

Aditya Pagaria

8+ years of experience

Hardik Shah

1+ years of experience

Axis Asset Mutual Fund

AUM₹89,720 Cr

About

Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

customerservice@axismf.com

Phone

1800 221 322

Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m